Wilson ChenAdviser | Processes & Projects
Whether you're looking for peace of mind or a platform to help reach your goals, your wealth portal has the features to get you there.
Meet your financial world’s new command centre. Set yourself up for success with the portal’s powerful organisation, analytics, and collaboration tools.Ask us for more information
The easy to use app gathers all your information in one place, giving you a clear overview of everything you own and owe.
Track your finances at home and on the go, staying in control has never been easier or more secure.
Enable live feeds for a live, comprehensive snapshot of your financial position. Watch as it evolves over time.
Smart cashflow & budgeting
Experience pain-free budgeting with auto-categorised transactions, tags, and the ability to create tasks and attach receipts.
More than just budgeting, use your portal to securely store important documents for easy collaboration.
Create goals and pair them with an account or credit card to understand how – and when – you can achieve them.
Cross-device to-do lists
Create and assign tasks. Set deadlines and get reminders on both desktop and mobile.
Tools for tax, property & more
Your portal can do much more! Whatever your needs, your team are just a few clicks away.
Your money is untouchable
As a read-only service, the wealth portal cannot be used to move or modify funds.
Bank level security
We use the same levels of encryption as banks and other financial institutions.